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Yesterday’s annual meeting of RHG went broadly in line with our expectations; the incumbent directors wielded their power in a manner that gave short shrift to dissenting shareholders. Our efforts to unseat David Coe attained a commendable protest vote, but were ultimately unsuccessful. There’s been some good discussion on the dedicated RHG shareholders website, and we’ve...

After the podcast and Gaurav's article on the role of spec buys, I quickly reviewed my performance with spec buys and it was very positive. Made money on RHG, AEJ, AWE, BEPPA, AWC, TAP and still hold GPG, AWC, IFN and likely to close Linq re...

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